"Writing a will? That's for old people, or so we thought. When we noticed friends talking about getting their "affairs in order," we decided to take the plunge. It was a little unnerving at first to think about writing a will and wondering how to handle things. Actually, it was painless to accomplish it. Our family attorney, Chip Morrison, walked us through every step of the way. We realize now how important it is to settle things and relieve yourself and your heirs of any guessing about … [Read more...]
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5 Estate Planning Moves to Make Before Year-End
As the year draws to a close, it’s time to take one final look at your finances and your estate plan. This will help you not only tie up any loose ends before December 31st but planning now will also help you start the new year off on a solid foundation. Here are a few year-end moves to consider making: ✅Update beneficiary designations - If you still have an ex-spouse listed on your life insurance or retirement accounts, or a loved one who has already passed away, you’ll want … [Read more...]
What the 2020 Election Could Mean for Your Estate Plan
The November elections are over. What was the outcome of the election? What changes could come about as a result? What do those possible changes mean for your estate plan? Read on to learn more. … [Read more...]
Preparing for the Unexpected…and the Eventual
The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters and unusual phenomenon. It’s important to prepare, not just for the unexpected but the eventual, as well. Read on to learn more. … [Read more...]
Aging Family Members: 9 Warning Signs to Watch Out For
Thanksgiving dinners, holiday parties, and other seasonal events present an opportunity to really check in with aging loved ones whom you may not have seen very often during this year. When spending time with an older loved one, you may notice that he or she is moving more slowly, appears to be in pain, or is not as sociable as usual. Maybe he or she is struggling to follow conversations or recall the names of family members. These are warning signs that your loved one may need … [Read more...]
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